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DX

Dynex Capital

113 hedge funds and large institutions have $156M invested in Dynex Capital in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

1% more capital invested

Capital invested by funds: $154M → $156M (+$1.69M)

0.13% more ownership

Funds ownership: 14.68%14.81% (+0.13%)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 114113 (-1)

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
43
Reduced
33
Closed
16
Calls
$36K
Puts
Net Calls
+$36K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$176K -$108K -5,189 -39%
Tudor Investment Corp
77
Tudor Investment Corp
Connecticut
$170K -$35.4K -1,694 -18%
ACI
78
AMP Capital Investors
Australia
$160K
GP
79
Girard Partners
Pennsylvania
$160K +$157K +7,500 New
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$148K +$13.7K +657 +10%
AG
81
Advisor Group
Arizona
$126K +$17.4K +834 +17%
SO
82
STRS Ohio
Ohio
$97K
PFS
83
Prospera Financial Services
Texas
$94K +$18.1K +867 +24%
Legal & General Group
84
Legal & General Group
United Kingdom
$93K
CG
85
Caprock Group
Idaho
$84K
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$78.3K +$41.7K +1,997 +119%
GCP
87
GSA Capital Partners
United Kingdom
$77K +$75.3K +3,604 New
NEPWA
88
New England Private Wealth Advisors
Massachusetts
$71K
QI
89
QS Investors
New York
$53K -$6.29K -301 -11%
BC
90
Bartlett & Co
Ohio
$52K +$51.3K +2,458 New
AIM
91
Advantage Investment Management
Iowa
$51K +$50K +2,395 New
PWM
92
Perigon Wealth Management
California
$46K -$7K -335 -13%
FQ
93
First Quadrant
California
$46K +$44.7K +2,139 New
Bank of America
94
Bank of America
North Carolina
$45K -$65.1K -3,115 -60%
SEI Investments
95
SEI Investments
Pennsylvania
$39K +$38K +1,821 New
JCM
96
Jacobi Capital Management
Pennsylvania
$34K
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$34K +$13.5K +645 +66%
Canada Life
98
Canada Life
Manitoba, Canada
$26K
AIP
99
Ameritas Investment Partners
Nebraska
$25K
Loomis, Sayles & Company
100
Loomis, Sayles & Company
Massachusetts
$21K +$6.2K +297 +42%

DX Hedge Fund Activity: Q2 2017 in Review

113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Dynex Capital (DX) for Q2 2017, worth a combined $156M — up 1.1% from $154M a quarter earlier.

Fund positioning in DX was balanced in Q2 2017: 16 funds opened new positions, 16 closed out, 43 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $1.68M. The largest seller was James Investment Research, exiting entirely with an estimated $2.84M sold.

  • 113 institutional investors held Dynex Capital (DX) as of Q2 2017, down from 114 in Q1 2017.
  • Funds reported $156M of Dynex Capital stock for Q2 2017, up 1.1% quarter-over-quarter.
  • 16 funds opened new Dynex Capital positions in Q2 2017 and 16 closed out, a net change of 0 holders.
  • The largest Dynex Capital buyer in Q2 2017 was BlackRock, an estimated $1.68M added.
  • The largest Dynex Capital seller in Q2 2017 was James Investment Research, an estimated $2.84M sold.

Based on aggregated 13F filings for Q2 2017.